Director of FPA
About The Position
Alignment Health is breaking the mold in conventional health care, committed to serving seniors and those who need it most: the chronically ill and frail. It takes an entire team of passionate and caring people, united in our mission to put the senior first. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment Health community. Working at Alignment Health provides an opportunity to do work that really matters, not only changing lives but saving them. Together. The Financial Planning & Analysis Director will supervise, review, and participate in the development and implementation of the annual SG&A plan (budget), forecast, multi-year financial plan and analysis of major projects and investments. Lead the annual SG&A budgeting and forecasting processes and coordinate with Finance and Operational leadership on Capital Expenditure budgeting, ensuring alignment with strategic goals and objectives. Analyze various strategic projects and incorporate into the financial plan. Provides monthly / quarterly analyses on various issues, e.g. cash flow analysis, capital spending performance, etc. Develops and evaluates financial analyses and builds models to support new market/strategic investment opportunities for AHC. Prepare various financial reports of programs for executive and board review. Coordinates with Operators and Performance Optimization teams to ensure clear representation of financial outcomes relating to operational OKRs and KPIs. Optimizes reporting and analytics by leveraging the capabilities of ERP and Financial Planning systems. Advanced financial modeling and scenario planning that integrates operational drivers with financial information. Develop financial projections using driver-based forecasting and rolling forecast methodologies. Partner with operations leaders to quantify the financial impact of performance improvement initiatives. Performs related duties similar to the above in scope and function as required. Manage and mentor a team of financial analysts, fostering a culture of continuous improvement and professional development.
Requirements
- At least 10 years of finance and/or budget experience
- At least 5 years of managing finance/budget team
- Bachelor of Science in Business or Accounting preferred
- Strong understanding of data architecture, data governance, and integration between ERP, EPM, and BI tools.
- Hands-on experience with data visualization platforms (e.g., Power BI, Tableau, Qlik) to design executive dashboards linking financial and operational metrics.
- Knowledge of modern FP&A/EPM platforms (Anaplan, Adaptive Insights, Oracle, Workday, etc.) and how they connect with operational systems.
Nice To Haves
- Knowledge of healthcare, insurance, or service industry operating models.
- Experience implementing data warehouses, KPI dictionaries, or enterprise-wide reporting standardization projects.
Responsibilities
- Supervise, review, and participate in the development and implementation of the annual SG&A plan (budget), forecast, multi-year financial plan and analysis of major projects and investments.
- Lead the annual SG&A budgeting and forecasting processes and coordinate with Finance and Operational leadership on Capital Expenditure budgeting, ensuring alignment with strategic goals and objectives.
- Analyze various strategic projects and incorporate into the financial plan.
- Provides monthly / quarterly analyses on various issues, e.g. cash flow analysis, capital spending performance, etc.
- Develops and evaluates financial analyses and builds models to support new market/strategic investment opportunities for AHC.
- Prepare various financial reports of programs for executive and board review.
- Coordinates with Operators and Performance Optimization teams to ensure clear representation of financial outcomes relating to operational OKRs and KPIs.
- Optimizes reporting and analytics by leveraging the capabilities of ERP and Financial Planning systems.
- Advanced financial modeling and scenario planning that integrates operational drivers with financial information.
- Develop financial projections using driver-based forecasting and rolling forecast methodologies.
- Partner with operations leaders to quantify the financial impact of performance improvement initiatives.
- Performs related duties similar to the above in scope and function as required.
- Manage and mentor a team of financial analysts, fostering a culture of continuous improvement and professional development.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
